Financial Consulate, Inc Schwab Fundamental U S Broad M Transaction History
Financial Consulate, Inc
- $358 Million
- Q3 2024
A detailed history of Financial Consulate, Inc transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Financial Consulate, Inc holds 553,625 shares of FNDB stock, worth $13 Million. This represents 10.9% of its overall portfolio holdings.
Number of Shares
553,625
Previous 549,190
0.81%
Holding current value
$13 Million
Previous $36 Million
8.17%
% of portfolio
10.9%
Previous 11.1%
Shares
4 transactions
Others Institutions Holding FNDB
# of Institutions
145Shares Held
4.05MCall Options Held
0Put Options Held
0-
Callan Capital, LLC La Jolla, CA458KShares$10.8 Million2.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL221KShares$5.19 Million0.02% of portfolio
-
Systelligence, LLC201KShares$4.74 Million3.74% of portfolio
-
Sound Stewardship, LLC Overland Park, KS198KShares$4.67 Million7.83% of portfolio
-
Cambridge Investment Research Advisors, Inc.191KShares$4.51 Million0.05% of portfolio